Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
Description
Jim and Chris discuss listener questions relating to Social Security, origins of the RMD age, the tax planning window, and RMDs from Inherited Roth IRAs.
(11:00 ) Georgette asks how to qualify for child-in-care survivor benefits if her ex-husband, who has been missing for seven years, is legally declared deceased.
(23:00 ) A listener wonders when to file for her Social Security benefit to ensure no reduction in the first payment.
(32:00 ) The guys share a listener’s PSA about why the IRS originally chose age 70½ as the starting point for RMDs.
(46:30 ) A listener questions whether the tax planning window should actually end at age 63 due to potential IRMAA impacts.
(59:45 ) George is puzzled by an Ed Slott newsletter discussing RMDs from Inherited Roth IRAs.
The post Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515 appeared first on The Retirement and IRA Show.
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